HighTower Advisors
ROOF

HighTower Advisors’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History

HighTower Advisors’s Portfolio ROOF Stock Details ROOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-8,180
Closed -$217K – 2342
2017
Q1 		$217K Buy
+8,180
New +$221K ﹤0.01% 1729
2016
Q4 		– Sell
-7,551
Closed -$207K – 2058
2016
Q3 		$207K Buy
+7,551
New +$210K ﹤0.01% 1634

Other funds holding ROOF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HighTower Advisors's ROOF Position: Q2 2017 in Review

HighTower Advisors sold out of NYLI CBRE NextGen Real Estate ETF (ROOF) in Q2 2017, closing a stake of 8,180 shares — an estimated $217K sold.

HighTower Advisors first reported a position in ROOF in Q3 2016 and held it in 2 quarters. The position peaked at $217K in Q1 2017. 32 funds tracked by Wall St. Rank hold ROOF as of Q2 2017.

  • HighTower Advisors reported no remaining NYLI CBRE NextGen Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • HighTower Advisors sold 8,180 NYLI CBRE NextGen Real Estate ETF shares in Q2 2017, an estimated $217K.
  • HighTower Advisors first reported a position in NYLI CBRE NextGen Real Estate ETF in Q3 2016 and held it in 2 quarters.
  • HighTower Advisors's NYLI CBRE NextGen Real Estate ETF position peaked at $217K in Q1 2017.
  • 32 funds tracked by Wall St. Rank held NYLI CBRE NextGen Real Estate ETF as of Q2 2017.

Based on HighTower Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.